See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,837 | $50,898-61.0% | $171,082-88.4% | $55,167-64.0% |
| Participation rate | 82.0% | 63.3%+18.8pp | 76.7%+5.3pp | 69.0%+13.1pp |
| Annual return | 14.29% | 15.34%-1.1pp | 32.56%-18.3pp | 169.23%-154.9pp |
| Employer contribution / active EE | $864 | $1,433-39.7% | $4,002-78.4% | $1,963-56.0% |
| Participant deferral / active EE | $2,418 | $2,994-19.2% | $4,797-49.6% | $3,054-20.8% |
| Admin fee / account holder | $8 | $500-98.3% | $8,520-99.9% | $504-98.3% |